Portfolio Wealth Advisors' approach to wealth management is redefining the industry. First, we customize a program to achieve your unique investment goals. Next, constant market monitoring and adjustments maximize the potential to meet your goals. Finally, and best of all, our unique compensation model allows you to keep more of your earnings.
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Simply put, the investor should realize the most wealth increase possible, while avoiding complexity. He began his career on Wall Street, spending several years with Charles Schwab. Lee soon discovered a great need for a better model. His efforts to reform the model resulted in the formation of Portfolio in 2008.
Our secure client portal is the easiest way to get performance, positions, tax reports, and more. Our clients love the intuitive navigation and ability to understand their portfolio 24/7 online using their computer, iPad, iPhone, or other mobile device. Experience the difference of high touch personal service and easy to use on-demand technology.
Reviews (3)
Kris Roush
Feb 07, 2020
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Vanessa Chemweno
Aug 29, 2017
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Bill Mohler
Aug 09, 2015
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Portfolio Wealth Advisors has done wonders for my family's financial comfort since we started working together a couple years ago.
Portfolio has consistently exceeded our expectations with the quality of their recommendations, service and performance; the diversification and periodic re-balancing of our assets; and their attentiveness to our current and future financial challenges, goals, and objectives.
Lee, Tracy, Mike and the entire Portfolio staff are friendly, attentive, and efficient. As one of Portfolio's “out of state” clients, I look forward to the day when we actually meet face
Portfolio has consistently exceeded our expectations with the quality of their recommendations, service and performance; the diversification and periodic re-balancing of our assets; and their attentiveness to our current and future financial challenges, goals, and objectives.
Lee, Tracy, Mike and the entire Portfolio staff are friendly, attentive, and efficient. As one of Portfolio's “out of state” clients, I look forward to the day when we actually meet face
